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Tableau tips: Set actions - Proportional brushing

Updated: Aug 18, 2021

Tableau set actions

In the previous article on proportional brushing, we explored on how to use Level of details (LOD) expressions to enable use of a dimension field to highlight proportion of dimension fields’ member on another chart.

In today’s article, we will take a different approach for the same results. We’ll be using the newly introduced feature in Tableau 2018.3 called set action.

Once connected to the Superstores data sets.

Step 1: Create view of Sales by Region

  • Drag dimension field Region to the rows shelf

  • Drag measure field Sales to the columns shelf

Step 2: Create a set using dimension Region

Step 3: Create view of Sales by Sub-Category

  • Drag dimension field Sub-Category to the rows shelf

  • Drag Measure field Sales to the columns shelf

  • Drag the set created above - Region set - to the color shelf

  • Add dimension field Region to the details shelf

Step 4: Create a dashboard containing the two views above

Step 5: Add a set action

Under the dashboard menu >> select >>Actions….

Under Add Action choose >> Change Set Values…

Under Add Set Action menu

  • Select Source sheetSheet 1 for my case – Region view

  • Run action – Action runs on hovering

  • Data sourceSample Superstore

  • Target setRegion set

  • Behavior on clearing selection – Keep set values

Executing this we’ve

You will agree with me that this view doesn’t differ in any case from the results of the previous article. I hope it was helpful to you.

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Bernard K

Analytics Consultant | 3X Tableau Certified

Bernard is a data analytics consultant helping businesses reveal the true power of their data and bring clarity to their reporting dashboards. He loves building things and sharing knowledge on how to build dashboards that drive better outcomes.

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